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After you file
Yes, you should be able to import your 1099's from your financial institution(s).
- Sign in to your TurboTax account
- Go to Search bar and search for 1099-div or 1099-int or 1099-b (for example).
- Select the Jump to 1099
- If you selected Form 1099-b, on the Here's all the investment accounts we have so far screen, select the blue Add More Sales and Continue.
- On the Let Us Enter Your Investments Sale info screen, select Import from my bank or brokerage and Continue.
- On the Search for Your Financial Institution screen, scroll down and find the financial institution you want to import from. Note: If you don't see your institution, it may not be a TurboTax Import Partner.
- On the Sign on to XXX screen, enter the information requested. Note: If your wife's information automatically comes up, you may have to clear your cache, cookies and restart your computer.
- Continue with the onscreen interview until complete.
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‎February 21, 2023
6:47 AM